Reason: YUM is the standout — golden cross, RSI 70.4, only -2.0% off high — while big-box (COST/WMT/TJX) is quietly rolling over inside golden-cross regimes; WMT RSI 34 is oversold-in-uptrend, not a broken thesis.

Tape-read: YUM is the clear leader this week: golden cross, RSI 70.4, +12.6% 30D, just -2.0% off its 52-week high. Meanwhile the big-box cohort (COST, WMT, TJX) is quietly rolling over — RSI in the mid-30s-to-40s — despite still holding golden crosses on the longer trend. WMT's RSI 34 is the most oversold print in the scan; inside a still-golden-cross structure that reads as watch-for-bounce, not a broken thesis. COST and TJX are the ones actually deteriorating (COST's trend flipped to down, TJX -5.3% 30D and -5.9% below SMA20) — watch for the golden cross itself to break before treating either as cheap. Source: 2026-07-07-retail-scan + summaries/retail.json.

• YUM — PROMOTE: RSI 70.4, strong-up, golden cross, -2.0% off 52wk high, +12.6% 30D — cleanest carry-forward in the scan, though approaching overbought.
• WMT — WATCH: RSI 34.0, down trend but golden cross intact, -18.1% off high (moderate, not structural) — the entry-zone screen's kind of print; watch for a bounce, not a falling knife.
• COST — PASS: RSI 44.2, trend flipped to down, -2.5% 30D — quietly deteriorating inside a golden-cross regime; wait for the cross to actually break either way before acting.
• TJX — PASS: RSI 37.2, down, -5.3% 30D, -5.9% below SMA20 — same "watch, don't treat as cheap yet" read as COST.

Lead pick: YUM — the only name in the group both trending and near its high. WMT is the interesting watch: RSI 34 with the golden cross still intact is a classic oversold-in-uptrend setup rather than a structural break.